Client Relationship Banker

First Merchants Brand • Sellersburg, IN

7d

About The Position

First Merchants Bank is seeking a Client Relationship Banker to serve as a primary point of contact for sales and service requests in a banking center. This full-time role is responsible for achieving individual and team sales metrics, delivering a meaningful client experience, acquiring new accounts, generating consumer loans, and supporting business banking activities. The banker builds relationships by understanding clients’ financial needs and recommending tailored solutions, while helping the banking center meet growth and productivity goals.

The position combines client service, sales, team leadership, and operational responsibilities. It includes developing client relationships and the banking center’s market presence through outreach, referrals, campaigns, and digital banking education. The banker also supports team performance through coaching, training, onboarding, and participation in the sales management process. The role requires adherence to banking security, fraud prevention, regulatory, and operational procedures.

Requirements

• High school diploma or equivalent (GED).
• At least two years of banking, sales, or related experience that includes selling products or services; alternatively, a bachelor’s degree with demonstrated leadership or goal achievement in related school activities or internships.
• SAFE Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment; employees hired or transferring into the position must meet qualification requirements within three months of hire.
• Ability to obtain a Notary Public designation.

Nice To Haves

• Prior banking experience.
• Bachelor’s degree.
• Demonstrated ability to sell and cross-sell banking products and services.

Responsibilities

• Deliver proactive customer service and create a positive, seamless client experience across a broad range of banking needs.
• Assess clients’ financial positions, identify needs and opportunities, and recommend tailored solutions.
• Support clients with complex transactions, account reconciliation, questions, and concerns, resolving requests effectively.
• Acquire new accounts and develop targeted sales strategies to grow deposits, expand lending, and acquire new households.
• Prospect, generate, process, and close consumer loans.
• Meet or exceed individual and team sales, referral, appointment, partner engagement, and production goals.
• Participate in outbound calling, structured call blocks, call nights, community engagement, business outreach, and financial wellness presentations.
• Execute marketing campaigns and follow up promptly on referrals and partner leads; maintain disciplined pipeline management.
• Use guided conversations and client profiling tools to identify needs and provide holistic personal and business banking solutions.
• Convert service and problem-resolution interactions into relationship-building and sales opportunities.
• Educate clients about and enroll them in electronic banking solutions.
• Complete onboarding activities and follow-up calls accurately and within established timelines.
• Collaborate with team members and business partners, and maintain an organized, client-ready lobby.
• Support sales and service leadership by modeling high performance and a client-first mindset.
• Help associates achieve individual and collective goals through show coaching, training, and development.
• Participate in huddles, sales meetings, touch bases, and other parts of the sales management process.
• Maintain timely and accurate activity records using CRM and sales tools.
• Monitor and resolve deposit and loan exceptions promptly.
• Serve as a Platform Mentor, supporting new-hire onboarding, skill development, and engagement.
• Follow information security and fraud prevention protocols, including accurate client verification for consumer and business transactions.
• Complete required training on time and maintain knowledge of policies, procedures, and regulatory requirements, including BSA, OFAC, CIP, and EDD.
• Participate in branch security and audit routines, including opening and closing procedures, balancing, and compliance checks.

Benefits

• Base pay plus bonuses.
• Medical, dental, and vision insurance.
• 401(k).
• Health Savings and Flexible Spending Accounts.
• Vacation and sick time.
• Paid holidays.
• Paid parental leave.
• Tuition reimbursement.
• Additional benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED